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UTI Conservative Hybrid Fund vs LIC MF CONSERVATIVE HYBRID FUND compare

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tortoise-icon LIC MF CONSERVATIVE HYBRID FUND-Growth

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tortoise-icon LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Moderately High Moderately High Moderately High
Asset Size (Cr) ₹49 Cr ₹49 Cr ₹1690 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000 ₹500
Min Addl Investment ₹500 ₹500 ₹1000
Launch Date 02 Jun 2003 02 Jun 2003 16 Dec 2003
Category Conservative Conservative Conservative
Fund Type Open Ended Open Ended Open Ended
Benchmark CRISIL Hybrid 85+15 Conservative TRI CRISIL Hybrid 85+15 Conservative TRI NIFTY 50 Hybrid Composite Debt 15:85
Turn Over % 51% 32%
Expense Ratio 2.25 2.25 1.81
Manager Pratik Harish Shroff Pratik Harish Shroff Amit Kumar Premchandani
ISIN Code INF767K01808 INF767K01808 INF789F01893
Exits Load LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 1.1% 1.1% 1.14%
6 Month 2.46% 2.46% 2.58%
1 Year 4.78% 4.78% 5.81%
3 Year 6.58% 6.58% 9.82%
5 Year 6.31% 6.31% 10.45%

SIP Return Analysis

Scheme Name LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month 0.01% 0.01% 0.16%
1 Year 2.88% 2.88% 4.44%
3 Year 5.76% 5.76% 8.5%
5 Year 5.65% 5.65% 8.73%

Rolling Lumpsum Returns

Scheme Name LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 7.45% 7.45% 9.76%
3 Year 6.81% 6.81% 9.39%
5 Year 6.76% 6.76% 9.45%

Risk Management

Scheme Name LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 3.38% 3.38% 3.79%
Sharp -0.02% -0.02% 0.79%
Beta 1.02% 1.02% 1.21%
Alpha -2.57% -2.57% 0.02%

Fund Managers

Scheme Name LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Pratik Harish Shroff Pratik Harish Shroff Amit Kumar Premchandani
Total AUM ₹2586 Cr ₹2586 Cr ₹13572 Cr
Funds Managed 10 10 3
LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

LIC MF CONSERVATIVE HYBRID FUND-Growth

LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 83.89 83.89 76.75
Large Cap 14.57 14.57 16.07
Mid Cap 1.54 1.54 3.64
Small Cap - - 3.54

Sector Allocation

Scheme Name

LIC MF CONSERVATIVE HYBRID FUND-Growth

LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 82.03 82.03 76.24
Energy 2.82 2.82 1.34
Technology 2.62 2.62 2.41
Consumer Defensive 1.64 1.64 0.56
Financial Services 8.29 8.29 8.01
Consumer Cyclical 2.6 2.6 3.47
Utilities - - 0.62
Basic Materials - - 1.78
Industrials - - 1.48
Healthcare - - 1.96
Communication Services - - 1.73
Real Estate - - 0.41

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